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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,754 | $57,352+82.7% | $83,831+25.0% | $64,173+63.2% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | -7.15% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,069 | $2,546+177.7% | $3,631+94.7% | $2,381+196.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,520 | $4,046-62.4% | $5,479-72.3% | $4,887-68.9% |